SCHD vs WSGE
Schwab US Dividend Equity ETF vs Warren Street Global Equity ETF
Quick Verdict
SCHD has a lower expense ratio. WSGE offers more diversification with 137 holdings.
Side-by-Side Comparison
| Metric | SCHD | WSGE | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.80% | |
| AUM | $108.7B | $63M | |
| Dividend Yield | 3.13% | 0.24% | |
| Holdings | 104 | 137 | |
| YTD Return | +26.50% | +13.82% | |
| 1Y Return | +31.25% | - | |
| 3Y Return (annualized) | +16.34% | - | |
| 5Y Return (annualized) | +10.10% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -9.3% | |
| Fund Family | Charles Schwab Asset Management | Warren Street Wealth Advisors, LLC | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Dec 10, 2025 |
SCHD vs WSGE Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Warren Street Global Equity ETF (WSGE) is a ETF from Warren Street Wealth Advisors, LLC. Year to date, SCHD is up 26.50% versus a gain of 13.82% for WSGE.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -9.3% for WSGE. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
SCHD charges 0.06% per year while WSGE charges 0.80%. On a $10,000 position that is $6 vs $80 annually, a gap of $74 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.24% for WSGE.
Holdings Overlap
SCHD and WSGE share 4 holdings out of 231 unique holdings combined, representing a 0.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or WSGE?
SCHD has an expense ratio of 0.06% while WSGE charges 0.80%. SCHD is the cheaper option. On a $10,000 investment, that is $74 per year of difference.
What is the holdings overlap between SCHD and WSGE?
SCHD and WSGE share 4 common holdings with a 0.4% weight overlap. Combined, they hold 231 unique securities.
Which pays a higher dividend, SCHD or WSGE?
SCHD yields 3.13% while WSGE yields 0.24%, so SCHD currently pays the higher dividend yield.
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